About Our Firm
Here’s our story. We look forward to hearing yours.
The team at Capital Planning is here to help ensure you receive the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help you work toward the objectives of that strategy.
Meet Todd A. Veillon | Founder, President & Insurance Professional
Todd Veillon founded Capital Planning Associates, LLC DBA Capital Planning in 1992, promoting traditional planning strategies with your success as his mission. At the time, he believed simply helping clients get better rates of return on their portfolios was sufficient.
It wasn't until around 1998 when he realized rate of return alone was not enough to help ensure clients’ financial independence. Moreover, the plans and strategies being used did not address future rate of taxes, finance costs and rates of withdrawal. He delved deeper into studying more complete financial strategies.
Armed with a new outlook on the industry and ways to further help clients and their families, Todd traveled across the country attending various workshops, allowing him to expand his financial knowledge and have the opportunity to brainstorm with other financial professionals.
Todd truly believes in the concepts and principles he teaches his clients and follows them in his own life. He has made it his mission with Capital Planning to share these concepts with families and small businesses in the area.
Todd holds life, accident and health insurance licenses.
Todd is the founder of Capital Planning. Todd is first and foremost, a devout Catholic. He adores his wife Vicki of 35 years, and their four children. Two of their four children are part of Capital Planning. His youngest daughter is a stay at home mother of 5 and his youngest son is an electrical engineer.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 337.363.1797 today!
Have Questions for Capital Planning?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.